If you are a member of a group or organization, or just some friends, who are interested in a speaker on Estate Planning I am available. Just give me a call. I have been giving Estate Planning programs to groups for the last 35 years and would be happy to give one to your group. I give an objective presentation on wills vs. trusts and have program material to hand out to those attending. I love the give and take of a discussion on Estate Planning and taking questions is a very important part of any presentation. I have a conference room available for up to 10 people or am happy to travel to your group. Again, just give me a call.
Tuesday, January 13, 2015
The Holidays are over and now is a good time to do a will or a trust if you haven't or update the one you have. If you have a will or trust get it out and read it. Is it up-to-date and does it still reflect your current wishes ? Have the laws changed?